Start using MortgageTasksAI.

This page is for after MortgageTasksAI is installed. Use it to confirm the connection, run your first workflow, understand credits, and fix the most common first-use issues.

Install MortgageTasksAI Browse Task Library

First, confirm it is connected

Open the AI assistant where you installed MortgageTasksAI and start a new conversation. Then ask:

Check my MortgageTasksAI credit balance.
If your balance appears, the connection is working. Searches, category browsing, and balance checks do not use a credit.
If the assistant says it cannot find MortgageTasksAI, fully quit and reopen the AI assistant. Many MCP clients load tools only when the app starts.

Try a first workflow

You do not need to know the exact workflow name. Describe the task in ordinary language and ask MortgageTasksAI to search first.

Use MortgageTasksAI to search for a workflow about Write a pre-approval letter.
Use MortgageTasksAI to show me available categories.
Use MortgageTasksAI to help with Write a pre-approval letter.

MortgageTasksAI will return matching workflows. Pick the one you want to run. A credit is used when a licensed workflow is launched, not when you search or browse.

How to work with the assistant

What you want What to ask
Check credits Check my MortgageTasksAI balance.
Browse broadly Show me MortgageTasksAI categories.
Find the right workflow Search MortgageTasksAI for a workflow about [your task].
Run a chosen workflow Run the MortgageTasksAI workflow named [workflow name or ID].
For best results, give the assistant your role, the situation, any relevant deadline or constraint, and the document, analysis, or action you need.

Credits and account approval

Most workflows use 1 credit and can produce a local file you can keep, edit, or share. Balance checks, category browsing, and search are free.

When installation or account approval is needed, use the email address for your MortgageTasksAI account. Manual license-key entry is only a backup path.

Get Free Credits View Pricing

Privacy in plain English

MortgageTasksAI servers handle account approval, credits, catalog/search metadata, and licensed workflow delivery. MortgageTasksAI does not receive your task prompts, uploaded documents, or task answers.

After the licensed workflow is delivered, your chosen AI assistant runs the workflow according to that assistant provider's privacy terms and settings.

If something is not working

The assistant says npm is unavailable

Install Node.js first. Node.js is a standard helper app used by many modern tools, and it includes npm automatically. Go to nodejs.org, download the recommended installer for your computer, run it, reopen your AI assistant, and paste the install prompt again.

MortgageTasksAI does not appear in your AI assistant

Fully quit and reopen the assistant. If it still does not appear, go back to the install page and paste the install prompt again so the assistant can re-check the setup.

The assistant asks for approval

Approve MortgageTasksAI when your AI assistant asks. In Claude Desktop, you may also need to set the MortgageTasksAI tools to always allow in the connector settings.